Fidelity Investments
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Fidelity Investments’s Brookstone Yield ETF BAMY Stock Holding History

Fidelity Investments’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$27 – 5378
2024
Q1 		$27 Hold
1
– – ﹤0.01% 5131
2023
Q4 		$26 Buy
+1
New +$26 ﹤0.01% 5140

Other funds holding BAMY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's BAMY Position: Q2 2024 in Review

Fidelity Investments sold out of Brookstone Yield ETF (BAMY) in Q2 2024, closing a stake of 1 share — an estimated $27 sold.

Fidelity Investments first reported a position in BAMY in Q4 2023 and held it in 2 quarters. The position peaked at $27 in Q1 2024. 12 funds tracked by Wall St. Rank hold BAMY as of Q2 2024.

  • Fidelity Investments reported no remaining Brookstone Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Brookstone Yield ETF share in Q2 2024, an estimated $27.
  • Fidelity Investments first reported a position in Brookstone Yield ETF in Q4 2023 and held it in 2 quarters.
  • Fidelity Investments's Brookstone Yield ETF position peaked at $27 in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.